Private Equity Senior Client Associate
vor 4 Wochen
CEPRES is a leading digital platform for private capital markets, serving a global institutional client base. Our unique investment data & solutions connect 1,000s of market professionals via a secure network. We value smart and innovative people who work effectively in a team environment and think strategically.
We are seeking a Private Equity Client Senior Associate to support our clients in the successful deployment of our solution. As a key member of our team, you will play a critical role in ensuring the successful deployment and ongoing success of our solutions, tailored to meet sophisticated client requirements and complex project plans.
The Role
As a Private Equity Client Senior Associate at CEPRES, you will oversee the integration of our platform with existing systems and third-party applications, providing strategic insights and delivering advanced training sessions. You will collaborate with cross-functional teams to drive continuous client success and enhance our client relationships.
- Create trusted relationships with clients and prospects to position CEPRES solutions and provide support to clients to maximize satisfaction and expand their use of our solutions.
- Coordinate client investment data collection and handling with accurate and timely feedback.
- Fulfill project manager role in data analytics related projects, collaborating with cross-functional teams across different geographies and time zones.
- Maintain the highest levels of satisfaction amongst clients through professional and timely communications and actions.
- Develop and produce presentations and descriptive documentations regarding the Platform (written and digital) for internal and external clients.
- Knowledgeable or interested in learning more about Private Equity.
Key Responsibilities
1. Solution Deployment:- Lead and oversee the end-to-end implementation of CEPRES solutions according to client specifications and project timelines.
- Work closely with clients to understand their unique needs and customize solutions accordingly.
- Develop strategic implementation roadmaps and ensure alignment with client business objectives.
- Provide expert guidance based on best practices.
- Supervise and manage the integration of CEPRES with existing systems and third-party applications to ensure seamless data flow and operation.
- Address and resolve integration challenges and optimize system performance as needed.
- Proactively identify potential issues and implement preventive measures to ensure uninterrupted service.
- Serve as the senior point of contact for client inquiries and issues, resolving them in a timely and efficient manner.
- Design and conduct advance training sessions tailored to client needs, equip clients with the necessary skills to effectively utilize the CEPRES platform.
- Develop training materials and resources to support ongoing learning and adoption.
- Lead cross-functional teams to drive project success and client satisfaction post-implementation.
- Facilitate seamless communication and coordination between internal teams and clients to drive success post-implementation.
- Provide strategic insights and feedback to internal teams to enhance product offerings and service delivery.
- Create and maintain comprehensive onboarding documentation, guides, and resources to support clients throughout their journey with CEPRES.
- Regularly update documentation to reflect platform enhancements and changes.
- Ensure documentation quality and accessibility, promoting client self-sufficiency.
- Lead and mentor Analysts, Senior Analysts, and Interns, fostering their development in Private Equity, CEPRES solutions, and broader business operations.
- Provide guidance on task prioritization, timeline management, and project execution, ensuring high-quality deliverables.
- Promote a culture of continuous learning, innovation, and excellence within the team.
- Contribute to strategic initiatives aimed at enhancing CEPRES' market position and client value proposition.
- Participate in industry events, conferences, and networking opportunities to represent CEPRES and expand professional connections.
- Collaborate with leadership to identify growth opportunities and drive business development efforts.
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